Reporting Hub

Overview#

The Reporting Hub is a separate, buyer-facing web portal hosted under your own custom domain. It allows you to give buyers direct access to the performance data for the campaigns you have granted them access to — without exposing the rest of your Pingtree account.

Everything in the Reporting Hub is white-labeled: you control the domain, the branding images, and which campaigns each buyer user can see.

Video Walkthrough: A step-by-step video guide for this feature is coming soon.

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What Buyers See#

When a buyer logs in to your Reporting Hub portal, they see a clean reporting interface scoped to the campaigns you have assigned to their account. They can:

• View campaign performance metrics (clicks, conversions, leads accepted, etc.)
• Filter by date range
• Review historical trends for their campaigns

Buyers have no access to your Pingtree account settings, other campaigns, distribution configuration, or financial data beyond what their assigned campaigns show.

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Setting Up a Custom Domain#

To give buyers a fully branded experience, you can point your own domain (e.g., reports.yourbrand.com) to the Reporting Hub.

DNS Requirements#

Before starting domain setup in Pingtree, you must first update your DNS records so the domain points to Pingtree's Reporting Hub infrastructure. Contact your DNS provider or domain registrar to add the required A record or CNAME.

Domain Verification and Binding#

1. Enter Your Domain

   Navigate to Reporting Hub > Domain Settings and enter the custom domain you want to use (e.g., reports.yourbrand.com).

2. Verify the Domain

   Click Verify. Pingtree will check whether your DNS records are correctly pointed. If the domain is not yet pointed, you will see a prompt with instructions to update your DNS settings first.

3. Bind the Domain

   Once verified, click Submit to start the domain binding process. A real-time progress bar will track the following steps:

   • Domain bind in progress (0–40%)
   • Domain bind successful (40%)
   • SSL installation in progress (40–100%)
   • SSL installed successfully (100%)

Domain Binding Progress#

The bind process streams live status updates to the screen. If an error occurs at any stage, the progress bar will display in red with an error message explaining what failed. Common causes include:

• DNS records not yet propagated (can take up to 48 hours)
• The domain is already in use by another Pingtree account

Unlinking a Domain#

To remove a custom domain from the Reporting Hub:

1. Go to Reporting Hub > Domain Settings.
2. Click Unlink next to the active domain.
3. Confirm the action. The domain binding and SSL configuration will be rolled back.

After unlinking, buyers will no longer be able to access the portal via that domain until a new domain is configured.

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Branding Configuration#

Upload custom images to match the portal to your brand identity.

Uploading Branding Images#

1. Go to Page Configuration

   Navigate to Reporting Hub > Page Configuration.

2. Upload Images

   Upload your Login Page Image and Portal Header Image. Supported formats are JPG and PNG. Images are stored securely and served via CDN.

3. Save

   Click Save to apply the images. Changes take effect immediately for all portal users.

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User Management#

Create individual login credentials for each buyer who needs access to the Reporting Hub portal.

Adding a User#

1. Navigate to Users

   Go to Reporting Hub > Users and click Add User.

2. Fill In User Details

   Enter the buyer's first name, last name, email address, and a temporary password.

3. Save the User

   Click Save. Pingtree will automatically send the buyer a welcome email containing their login URL, username, and the password you set. If a custom domain is configured, the login URL in the email will use your branded domain.

Editing and Deleting Users#

• Edit — Update a user's first or last name from the user list. Email addresses cannot be changed after creation.
• Delete — Remove a user's access entirely. Deleted users can no longer log in to the portal.

Assigning Campaigns to a User#

By default, a new Reporting Hub user cannot see any campaigns. You must explicitly grant access:

1. Open the user's record from Reporting Hub > Users.
2. Click Manage Campaigns.
3. Select the campaigns this user is permitted to view.
4. Click Save.

Users will only see data for campaigns you have assigned to them. All other campaigns remain hidden.

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IP Whitelisting#

Restrict portal access to specific IP addresses for additional security.

1. Go to IP Settings

   Navigate to Reporting Hub > Whitelist IPs.

2. Add Allowed IPs

   Enter the IP addresses or CIDR ranges that are permitted to access the portal. Separate multiple entries with a new line.

3. Save

   Click Save. Any login attempt from an IP address not on the whitelist will be rejected.

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How Buyers Use the Portal#

Once a buyer has their credentials and the portal URL, their experience is straightforward:

1. Navigate to your custom domain (e.g., https://reports.yourbrand.com).
2. Log in with their email and password.
3. Select a campaign from the list of campaigns assigned to their account.
4. Use the date range picker to select the reporting period.
5. View performance metrics, trends, and any data available for that campaign.

Buyers cannot modify campaign settings, access distribution configuration, or see any data outside their assigned campaigns.

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Configuration Summary#